291 Mutual Fund Jobs - Page 12

1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation / reactivation / retention of clients. Location- Surat,Ahmedabad,Chennai,Bengaluru,Hyderabad,Mumbai,Kolkata,Pune, Trivendrum, Delhi, Vadodra Exp.- Candidates with Min 5 - 8 Yrs having deep knowledge of MF, PMS and other Equity product. Preferably should be from Wealth Management background. Education- BFM / MCOM / MBA Finance or equivalent , with NISM - 5A & 8 certification

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing / acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI and HNI Clients Location: ,Hyderabad,Kolkata,Ahmedabad,Kochi,Coimbatore,Pune,Indore,Telangana, Delhi, Trivendrum, Vadodra

1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. 8) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & 9) meetings, con calls. 10) Coordinate with Third Party Product Manufacturers, and all the stake holders. 11) To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. 5 To 10 Years in a Equity Broking firm. Good understanding and knowledge of Equity, Derivatives - Equity, Commodity & Currency Segment, MF, PMS, AIF, IPO, LAS and all related product. Skills : - Equity Advisory, Stock Broking , PMS, Mutual Fund, AIF, LAS, IPO, Investment Products Equity Advisory, Wealth Management, Knowledge of Investments products - Mutual Funds, PMS- Portfolio Management Services, Corporate FD, IPO, LAS, Insurance, Location : - Trivendrum, Delhi, Vadodra, Kolkata, Bengaluru, Mumbai, Hyderabad, Pune

1) Responsible for Handling NRI / HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI HNI Clients Handling NRI Clients for Equity Broking Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds Experience in handling B2C Exp.-3+ Years in sales of investment products like Mutual Funds, PMS, AIF, Equity Stock Broking) , 2) NISM Series VIII (Equity derivatives) Location- Mumbai, Chennai, Bengaluru, Hyderabad, Kolkata, Ahmedabad, Kochi, Coimbatore, Pune, Indore, Telangana, Delhi, Trivendrum, Vadodra

Manager Advisory Equity & Investment Products PCG ( Pvt. Client Group ) 1) Achieve the Business Target set for them which includes Broking Revenue , Future & Options (F&O). 2) Cross selling third party products like Mutual Funds, PMS, AIF, Insurance, LAS, IPO and also inhouse products launched by the company. 3) Servicing to existing/ new acquired clients of the company. 4) To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. 5) To achieve Revenue target through broking and cross selling products launched by the by the company from time to time. 6) Generate interest income 7) Understanding of clients profile and suggest Portfolio/ Asset Allocation. 8) To improve and maintain the client activity ratio by activating clients across the segments Education- Bachelors Degree or equivalent (preferabbly MBA) with 5 years experience in a broking Firm, NCFM Qualified. Location- Chennai,Bengaluru,Mumbai,Hyderabad,Kolkata,Ahmedabad,Surat,Pune, Trivendrum, Delhi, Vadodra

A Product Specialist at is responsible for selling and promoting investment products to distributors and potential investors, conducting training sessions, and achieving sales targets for their assigned region. They leverage their product knowledge to support the sales team and ensure that distributors are well-versed in the company's offerings.

Job Description of Relationship Manager To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients. To generate fresh leads and acquire clients through reference to shore up the clientele. Profiling customers and provide Investment plan & financial advice to the client/HNI clients. Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls. Qualification & Experience: Graduate/Postgraduate Designation: Relationship Manager Desired Skill Should possess effective communication and presentation skills. Ability to convince and negotiate with a confident and determined approach. Should be highly self-motivated and ambitious in achieving goals. Should be capable of thriving in the competitive market. Should be able to work in team and perform independently. Work Status: Full Time

Currently we are hiring for Deputy Manager's for filed work job Job role Reach out to existing customers via provided leads Understand their requirements and pitch financial products 100% leads provided by branch/reporting manager Company: Leading Life Insurance Company Locations: Pan India CTC: 2.5 to 4 Lakh + allowances (patrol, mobile) + incentives + travel opportunities (domestic/international) + fast-track promotions How to Apply: - Share your resume at mohsin.s@cppsjobs.com

Job Title: HNI RM - Sales | Leading Bank | 100% Leads | Immediate Joiners Company: Leading Bank Location: Bangalore CTC: [up t0 18Lacs Job Description: Handle High Net-Worth Individual (HNI) clients 100% leads provided focus on closing and relationship building Portfolio is mapped to RM; primary focus of the role is to ensure effective management of HNI and Ultra HNI. Also attract new HNI & UHNI customers to initiate the relationship. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. Profiling Customers and provide financial products to meet customer needs Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc. One point contact for all requirements of High Net Worth customers in the Branch Servicing of High Net Worth customers Note: Immediate joiners preferred. Apply Now or Send Your CV to [Email ID] How to Apply : EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 |

Dear Candidate, Leading Banks hiring for Relationship Manager Wealth Management (Individual role) Location: Bangalore CTC up to 25Lacs Designation: Relationship Manager Affluent Segment ( Portfolio Management) Grade: Senior Manager or AVP Job Profile: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The centre of all client engagements will be to ensure superior customer experience Advise clients on investment options including Portfolio Management Services (PMS), Mutual Funds, Alternative Investment Funds (AIFs), and insurance products, Responsible for acquisition of new to bank Client How to Apply: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 | e selvi.sai@upgrad.com| https://www.upgrad.com/ Follow us: Facebook?| Twitter | LinkedIn | YouTube

A) Key Result Areas: Key Result Areas Increase and sustain sales growth and AUM for the cluster Works with Regional Head to finalize the business plan for the financial year based on overall organizational agenda Strategizes and creates a roadmap to achieve the sales targets through increase in gross sales, net sales, AAUM and SIP count Collects market intelligence from competitors, clients and distributors to design sales strategies Business growth, distributor engagement and management Drives engagement for all channel partners in the cluster. Drives analysis to assess opportunity to engage new distributors for increasing market share Decides appropriate pricing of specific deals based on distributor analysis Proactively seeks opportunity to connect with top distributors regularly to ensure higher recall Drives addition of new SIPs to increase overall market share in the region Oversees capability building of both internal and external resources by means of regular updates and education through NIPUN initiatives Oversees activation of new IFAs to ensure business through each empanelled IFA Works closely with the marketing team to ensure increase in brand visibility and recall amongst distributors Proactively collaborates with BD team to facilitate set up of Market Representatives (EMs) in emerging markets Drives sales for emerging markets by closely monitoring business establishment and growth through EMs Compliance and process improvement Ensures 100% adherence to statutory regulations and compliance requirements in the cluster. Enables seamless communication and coordination with CS and Ops teams at branches and cluster level to ensure high service standards Drives information updates on sales portal to ensure historical data is captured and to enable process enhancements Ensures effective contact management with the channel partners to enable continuous sharing of product knowledge Ensure BWS compliance B) Job Purpose of Direct Reports: Sales Associates & EM-RMs Implementing the sales strategy by promoting visibility & prompt service while focusing on MFD activation, gross sales equity & driving SIP count

Key Result Areas Supporting Actions Achieving sales targets and increasing market share of branch vis a vis industry. 1.Maximising business in allotted territory through distribution channel (IFAs, Banks, PSU and NDs)2.Empanling and activation of untapped and potential Channel Partners Managing and maximizing business from Client Relationships through prompt service Developing and maintaining relationship with retail clients, providing information and ensuring high volume of business from clients in assigned territory Identification & Engaging of new Distribution channel partners. 1.Developing new distributor relationships at branch2.Activation of such distributor relationships by providing timely and relevant info on schemes and the industry etc. Monitoring Compliance to enable high alignment with systems and practises 1.Ensuring that all regulations and statutory compliances are complied with2. Assist channel partners to adhere to compliances. Overseeing Branch administration and monitoring branch issues to ensure a smooth delivery of service to clients Facilitate smooth operations of the branch including branch imprest, administration, operations and client servicing standards Providing relevant reports to management for assigned territory. Furnishing relevant sales reports of the branch to Cluster & Zonal Head Managing and monitoring team members for better productivity Facilitating regular training, guidance and development of team members Ensuring AMFI Certification of team members Monitoring performance of RMs on monthly basis and take corrective measures if achievement deviates from the required achievements. Role & responsibilities Preferred candidate profile

5–7 years of experience in financial services, with at least 2–3 years in a managerial role. strong understanding of equity, insurance, mutual funds, loans, and other financial products, along with the ability to lead a team and drive business growth Required Candidate profile • Develop and implement branch-level sales strategies to achieve financial targets. • Promote equity, insurance, mutual funds, loans, and other financial products to meet client needs.

Job Summary: As an Equity Dealer, you will be responsible for executing buy and sell orders for equities on behalf of clients, maintaining client relationships, and ensuring all trades comply with regulations. You will need to stay updated on market trends, analysis, and execute orders efficiently while managing risk. Key Responsibilities: Execute equity buy and sell orders for clients based on their instructions. Monitor equity market conditions and provide clients with timely advice and updates. Ensure compliance with all regulatory and exchange rules when executing trades. Maintain accurate records of all transactions and positions. Analyze market trends, identify trading opportunities, and suggest strategies to clients. Maintain strong relationships with existing clients while seeking new opportunities for client acquisition. Monitor and manage risk associated with equity trading activities. Provide timely market updates and advice to clients regarding potential opportunities and risks. Liaise with back-office and support teams to ensure smooth settlement of trades. Ensure proper documentation of all trading activities and ensure compliance with internal policies.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + Other benefit Job Description: 1) Trading on behalf of the clients and Advising clients on market Queries 2) Building relationships with NRI clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, etc) 4) Graduation and nism 8 certificate is mandatory Kindly reply with an updated CV at apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at s.devanesan@bajajcapital.com Contact Person : Kingsly Devanesan S